Building Proposals
Setting up the header and footer
Give every proposal the polish of a formal business document.
Editing the header
- Open a proposal, hover over the header and click Edit Header.
- The header typically holds your logo, the proposal type name and your company name.
- Add whatever details you want and style them to taste — font size, colour and alignment are all adjustable.
Saving
Header and footer changes save automatically, and apply to both the PDF export and the client-facing shared view.
Why it matters
A consistent header and footer makes every proposal instantly identifiable and gives it the polish of a formal business document, not just a webpage.
Was this guide helpful?